+2,683.6%
MUU vs IRM
+1.6%
+2,681.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +6.6% |
| 7D | +15.0% | +3.0% | +12.0% | +10.2% |
| 30D | +36.8% | -5.2% | +42.0% | +48.6% |
| 3M | -8.5% | -8.0% | -0.5% | +7.2% |
| 6M | +320.7% | +9.2% | +311.6% | +305.2% |
| YTD | +599.7% | +41.0% | +558.7% | +366.5% |
| 1Y | +2,569.2% | +23.3% | +2,545.9% | +2,023.3% |
| All | +2,683.6% | +1.6% | +2,681.9% | +2,018.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IRM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling